See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,273 | $217,402+9.6% | $185,823+28.2% | $167,490+42.3% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 26.13% | 148.36%-122.2pp | 122.05%-95.9pp | 478.56%-452.4pp |
| Employer contribution / active EE | $1,957 | $5,873-66.7% | $5,167-62.1% | $4,837-59.5% |
| Participant deferral / active EE | $7,541 | $6,356+18.6% | $5,568+35.4% | $6,341+18.9% |
| Admin fee / account holder | $113 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |